As a financial planner, you have so many tasks to do. You’re keeping track of your clients’ investments, meeting with clients, doing administrative work, and perhaps managing staff. Then there is marketing, networking and always being on the lookout for additional clients. So it’s easy to get distracted. While you put out fires, you wonder what you could be doing to be more efficient. Let me propose that you get back to basics. Take a look at refocusing on your clients and a lot of other work will take care of itself.Read More >
Under Phase 3 of CRM2 requirements, clear disclosure of fees and performance are mandatory. But transparency positioning can also help financial advisors attract and retain clients. Can you ramp up your communications practices to be more attractive to investors?Read More >
It is human nature that if we are happy in what we do, we are much more likely to do it well. This especially applies to the workplace; if we enjoy our jobs and genuinely want to come into work every morning, it is almost certain that the quality of work we produce will be very high, which can only be good news for the company. By contrast, unhappy workplaces destroy employee morale, leading to demotivated staff who may find it hard to give their all to the company, which in turn could struggle to live with its competitors.Read More >
What is the secret to success as a lone wolf financial advisor? It may surprise you that it’s not necessarily your investing savvy or stellar returns. In fact, the very thing you see as a weakness could be your greatest strength.Read More >
Should your business have a blog? The answer is a resounding yes! We’re in an age where content is king. It’s critical to create the type of information your audience wants to consume and to demonstrate your expertise and usefulness. Having a business blog can help your company publish the important conversations that go on behind the scenes.
Who are you?
What does your company believe in?
What are your values and core beliefs?
What is the benefit of your services?
What are your customers saying?
You can post information, tutorials, how-to posts, behind the scenes and other fun or interesting information to make your company more personable.
According to Hubspot, 92% of companies that blogged multiple times a day acquired a customer through their blog.Read More >